“Your Dreams, Your Vision”

As a fee-only wealth management firm, Ifrah Financial Services works with individuals, families, trusts, businesses and institutions to build customized plans and portfolios. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.

Fact Finding

About your financial picture as well as about you and your goals

Your Plan

Customized plan to accumulate and maintain wealth towards your goals

Implementation

We execute your plan using our investment management expertise

Tracking

Reporting

Easy to understand reporting to help you stay on top of things

At Ifrah Financial, our wealth management approach focuses on meeting your financial needs. As an independent firm with no proprietary product requirements or broker-dealer affiliations, we are committed to helping you reach your goals as we help you grow and protect your wealth and build a lasting relationship.